Lisa Boucher

• Review individual, corporate, partnership, and trust returns, signer on over 200 returns with over $600k in annual billings.
• Supervise managers and staff on engagements, assigned work, managed workload and time budgets.
• Worked with HNW and Ultra HNW clients.
• Manage client WIP and billing, prepare fee proposals for new clients, prepare updated fee proposals for current clients.
• Tax planning and advisory services for business owner clients, including recommendations to reduce tax burden.
• Doubled workload between April and July by taking on clients other managers were unable to service.
• Developed and implemented various procedures to improve accounting process.
• Taught junior staff how to prepare statements, resolve discrepancies and maximize efficiency.
• Enhanced tax compliance by implementing efficient tax planning strategies and minimizing risks.
• Advised on tax implications of various corporate transactions, including mergers, acquisitions, and divestitures.

• Tax and Accounting services for individuals and small business. Have an exceedingly small book of clients I work with. I am not looking for additional clients.
• Managed day-to-day business operations.
• Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
• Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
• Self-motivated, with a strong sense of personal responsibility.
• Worked effectively in fast-paced environments.
• Skilled at working independently and collaboratively in a team environment.

Subcontracted to the following firms preparing and signing tax returns for US Expats, types of returns included 1120-S, 1065, 1041, 1040, Form 5471, Form 2553, Form 8865, Form 8938 and FBars:

American Expat Tax Services - Remote

October 2019 to May 2021

Tax Samaritan - Las Vegas, NV - Remote

June 2018 to May 2019

Greenback Expat Tax Services - Remote

April 2014 to October 2017

• Prepared high level tax returns for many diverse types of clients.
• Reviewed individual, corporate, partnership, and trust returns.
• Worked with HNW clients.
• Worked directly with many clients in many different industries.
• Prepared and reviewed federal and state income tax returns in accordance with applicable tax laws.
• Reviewed complex federal and state income tax returns for accuracy, ensuring timely filing and compliance with applicable laws.
• Managed a team of junior accountants, providing mentorship and professional development opportunities to foster growth.

• Worked with many foreign issues for this firm and other firms they contracted out to.
• Prepared and reviewed federal and state income tax returns in accordance with applicable tax laws.
• Reviewed complex federal and state income tax returns for accuracy, ensuring timely filing and compliance with applicable laws.
• Developed strong client relationships by consistently delivering high-quality service and prompt communication.
• Researched and analyzed tax developments and applications to specific business situations.
• Served as a subject matter expert in various operational areas such as transfer pricing, international taxation, and state/local taxes.
• Worked directly with many Ultra HNW clients.

• Team leader in the tax department.
• In charge of mentoring and reviewing work done by staff of 2.
• Prepared strategic tax plans for individuals in many industries. Saving some clients 100’s of thousands in taxes.
• Worked directly with many Ultra HNW real estate investors, including former members of the NFL.
• Improved client retention taking over clients who were not satisfied. Turned around several clients who very dissatisfied.
• Earned multiple 5 star reviews from clients, including those that had been dissatisfied with prior accountants.

• Prepare corporate, partnership, tax-exempt, fiduciary and individual tax returns with little to no supervision.
• Also did some bookkeeping and review of returns prepared by others.

• Responsibilities include:
• Developed several workpapers related to returns prepared under the Offshore Voluntary Disclosure Program including:
• Excel workbook with advanced excel formulas (vlookup and large if/than formulas) for calculating income.
• Database of foreign currencies.
• Trained staff on use of spreadsheets.
• Reviewed work of other OVD preparers.
• Worked with many HNW foreign based clients.
• Prepared returns for individuals in the OVD program, expatriate individual returns, corporate returns and partnership returns.

• Responsibilities include:
• Prepared workpapers and tax returns for diverse types of clients, including S-Corporation, C-Corporations, Individuals, including High Net Worth, Professional Athletes and other multi state returns.
• QuickBooks set up and maintenance for several clients.
• Audits on corporations and non-profit organizations.
• Participated in several fraud investigations.